AI Expert Call Recap: Frameworks for Understanding Agentic Commerce (GOOGL, AMZN, SHOP, PINS, RDDT, PYPL, YELP, OTAs

Last week, we hosted a very insightful AI Expert Call with Jacqueline Karlin, a seasoned AI and commerce strategist (former AMZN, META, PYPL, EXPE) to discuss agentic commerce, the shift from human discovery, searching and prompting to agent delegation, and implications across the internet ecosystem.

Wedbush Morning Call - Feb 13 2026 6:52AM

Will Carr’s Broadcast Pledge Put Broadcasters at Risk?

As part of White House effort to celebrate the country’s 250th birthday, FCC Chair Brendan Carr called on broadcasters to provide “patriotic programming” that he tied to their public interest obligations. In this note, we analyze the implications of the initiative for the media sector.

Telefonica (Reduce), 1&1 (Reduce) Telefonica negotiating acquisition of 1&1? Our take.

For as long as Telefonica and 1&1 remain separate businesses in Germany, we are going to get ongoing press stories relating to a potential deal. Last month, it was a story relating to comments from Dommermuth, which we addressed in our note at that stage.

MTN (Buy, TP: ZAR280, +33%) MTN Nigeria – Q4 25: Strong quarter and strong year; MT EBITDA guidance upgraded

MTN Nigeria has reported another strong set of results. The company has maintained its MT guidance for service revenue growth (“at least the low 20%”) and upgraded its MT guidance for EBITDA margins, from “53-55%” to “mid to high 50%”